Client Service Associate

Generational Planning for Yinz

Pittsburgh, PA | In person, Penn Hills headquarters | 3 openings

Are you looking to start a career in financial services? We are looking for a motivated, detail oriented team member to join our growing team as a Client Service Associate.

This team member is the first point of contact for our clients and the backbone of our support team, keeping paperwork, scheduling, and client records accurate so our financial planners can focus on planning.

What You Will Do

Serve as a first point of contact for clients by phone, email, and in person

Open, transfer, and maintain client accounts and track paperwork through to completion

Onboard new planning clients, including document collection and system setup

Schedule client meetings and prepare materials for our financial planners

Keep client records and tasks accurate in our CRM, following our team procedures

Follow compliance procedures and keep documentation organized and audit ready

Learn our client service process end to end as the foundation for long term growth here

About Beratung Advisors

A fast paced, growing team of financial planners focused on empowering our clients to make informed financial decisions

Dynamic team culture with opportunities to learn and grow

Leadership development curriculum and growth plan for all team members

We strive for our team members to feel fully known, fully loved, and fully challenged

Weekly team trainings on financial planning and tools to equip and empower our team to execute our mission

Annual team retreat to foster growth and development

A personalized growth and development plan for each team member with clear directions for career progress

Ideal Candidates Should Expect

A fast paced environment with multiple requests going on simultaneously

Detailed work where accuracy matters more than speed

Adherence to established guidelines and procedures is important

Warm, professional communication with clients, especially in a helping role

A team environment: must be willing to jump in and roll up your sleeves to help out when necessary

Leading by example

Requirements

No financial services experience required; this is an entry level role

Experience in customer service, administration, hospitality, or a similar role is a plus

Strong attention to detail and follow through

Comfort learning new software and systems

Discretion with confidential client information

Desire to grow and develop

Recommended

Associate's or bachelor's degree, or current progress toward one

Interest in pursuing the Series 65 license (we support licensing)

Benefits Include

Competitive salary with bonus

401(k) with up to 4% match after 180 days

2 weeks paid vacation

5 paid sick and personal days

All Federal holidays that fall on a work week, paid time off

6 weeks paid and 6 weeks unpaid maternity and paternity leave

$2,500 adoption assistance

Employer paid low deductible health insurance

Long term disability and life insurance, effective after 90 days for all full time employees

Qualified charitable donations matched, up to $1,000 per year

4 growth and development books per year

Licensing support, including the Series 65

Annual TeachPassion Summit at no cost

Pastoral support through a company chaplain

SALARY

Starting base salary: $40,000. Additional bonus eligible based on team performance.

Our firm values radical transparency. Too many firms in our profession promise you a bigger salary down the road, and you end up feeling lied to. That is why we built our salary model and published it. On our website you can see a minimum salary level based on your years with the firm, before you ever apply. It is a floor, not a ceiling. Our team members consistently earn more than the model based on the skills they develop.

THE COMPANY, BERATUNG ADVISORS

We are not your typical financial firm, and we never want to be. Beratung Advisors is a faith based, people first company on a mission to change lives through financial planning. We believe in honoring others, doing life together, and getting 1% better every day. Our why is to educate and empower people so that they can pursue their goals and live a fulfilling life.

WHY WORK WITH US

Faith based and family oriented

Flexible work hours with real life balance

Visionary leadership focused on having a community impact

Financial planning first, investments second

Your effort is seen, acknowledged, and appreciated

We evolve fast and we do not live in the status quo

You are not a cog in the machine. We are the machine.

WHO YOU WILL BECOME

Most firms treat client service as a dead end desk job. We see it as the front door to a career. Every client interaction, account, and meeting you support teaches you how a financial planning firm really runs.

A year from now you are not just answering phones. You are licensed, trusted by our clients, and the person our planners rely on to get things done right. From there, your growth plan maps out where you go next, and we invest in you at every step.

WHO YOU WILL WORK WITH

Greg Furer, CFP®, Founder and Visionary. Sets where this firm is going and why. He owns our vision, our culture, and our biggest relationships, and he is in the building.

Timothy Sparks, Integrator. Runs the firm day to day. He leads, manages, and holds the team accountable, and he will be your direct manager.

Our Financial Planners. You will support our team of planners directly, learning how client relationships are built and served, every day.

OUR CORE VALUES

Together: We strive to work together to empower others.

Everyday learner: We strive to educate our clients and ourselves every day.

Always evolving: We strive to create personalized plans with adaptable strategies for the success of our clients and our team.

Contagious generosity: We strive to be good stewards and share our blessings with others.

Honor others: We strive to honor others by serving them.

Passion: We love life, financial planning, our clients, and our team. Our deep passion fuels our work and guides us to what we do.

"We are Netflix vs Blockbuster. If we advance our vision together, we could have ripple effects for our community and our profession." Gregory Furer, CFP®, Founder and Visionary, Beratung Advisors